Position in BF-B
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$76,600
+$58,244 QoQ
Shares Held
2,851
+312.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#350
of 444 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BF-B Over Time
Shares Held
Position Value (USD)
Position in Beverages - Wineries & Distilleries
Consumer Defensive · as of Jun 30, 2026ROTHSCHILD INVESTMENT LLC holds $94,186 across 3 Beverages - Wineries & Distilleries names. BF-B ranks #1 (81.3% of the industry book) .
All Filings in BF-B
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 BF-B | $52,633 | 1,975 | Shares | Sole | 2026-08-06 | |
| 2026-06-30 | $23,967 | 876 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 BF-B | $11,686 | 442 | Shares | Sole | 2026-05-07 | |
| 2026-03-31 | $6,670 | 249 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 BF-B | $53,006 | 2,034 | Shares | Sole | 2026-02-10 | |
| 2025-12-31 | $13,155 | 500 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 BF-B | $18,306 | 676 | Shares | Sole | 2025-11-07 | |
| 2025-09-30 | $3,067 | 114 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 BF-B | $4,709 | 175 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 BF-B | $32,582 | 960 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 BF-B | $36,536 | 962 | Shares | Sole | 2025-02-04 | |
| 2024-12-31 | $301 | 8 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 BF-B | $87,576 | 1,780 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 BF-B | $42,326 | 980 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 BF-B | $18,325 | 355 | Shares | Sole | 2024-07-31 | |
| 2023-12-31 BF-B | $9,707 | 170 | Shares | Sole | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||